GOBIX Mutual Fund

NAV$8.86

Returns Overview

1 Month
+0.68%
6 Months
-2.53%
YTD
-0.34%
1 Year
+2.00%
3 Years (annualized)
+2.69%
5 Years (annualized)
-1.92%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.99%
vs Peers
-1.33%

GOBIX Mutual Fund Performance

GOBIX performance across multiple time periods: 1-month 0.68%, YTD -0.34%, 1-year 2.00%, 3-year 2.69%, 5-year -1.92%, 10-year 1.19%.

GOBIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

GOBIX performance comparison shows side-by-side returns with another fund. GOBIX alternatives are available in the Mutual Fund Screener.